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Sarasin & Partners’s Welltower WELL Stock Holding History

Sarasin & Partners’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.1M Sell
13,657
-3,784
-22% -$800K 0.04% 64
2026
Q1 		$3.45M Sell
17,441
-993
-5% -$196K 0.04% 61
2025
Q4 		$3.42M Sell
18,434
-2,199
-11% -$411K 0.04% 57
2025
Q3 		$3.64M Sell
20,633
-48,926
-70% -$8.04M 0.04% 56
2025
Q2 		$10.7M Buy
69,559
+3,795
+6% +$567K 0.11% 47
2025
Q1 		$10.1M Buy
+65,764
New +$9.37M 0.11% 48
2024
Q4 		– Sell
-33,962
Closed -$4.35M – 82
2024
Q3 		$4.35M Hold
33,962
– – 0.04% 61
2024
Q2 		$3.54M Sell
33,962
-2,030
-6% -$199K 0.03% 68
2024
Q1 		$3.36M Hold
35,992
– – 0.03% 69
2023
Q4 		$3.25M Sell
35,992
-15,903
-31% -$1.38M 0.04% 74
2023
Q3 		$4.25M Sell
51,895
-4,720
-8% -$388K 0.05% 68
2023
Q2 		$4.58M Sell
56,615
-60,402
-52% -$4.65M 0.05% 70
2023
Q1 		$9.3M Buy
117,017
+56,242
+93% +$4.08M 0.05% 80
2022
Q4 		$3.98M Buy
60,775
+3,050
+5% +$196K 0.05% 80
2022
Q3 		$3.71M Buy
57,725
+1,298
+2% +$101K 0.05% 84
2022
Q2 		$4.65M Buy
56,427
+185
+0.3% +$16.5K 0.06% 82
2022
Q1 		$5.41M Hold
56,242
– – 0.05% 80
2021
Q4 		$4.82M Sell
56,242
-86
-0.2% -$7.17K 0.04% 80
2021
Q3 		$4.64M Buy
56,328
+1,794
+3% +$154K 0.05% 81
2021
Q2 		$4.53M Sell
54,534
-2,038
-4% -$156K 0.05% 85
2021
Q1 		$4.05M Hold
56,572
– – 0.05% 79
2020
Q4 		$3.66M Hold
56,572
– – 0.05% 85
2020
Q3 		$3.12M Buy
56,572
+1,167
+2% +$64.1K 0.05% 88
2020
Q2 		$2.87M Sell
55,405
-54,016
-49% -$2.65M 0.05% 99
2020
Q1 		$5.01M Buy
109,421
+8,732
+9% +$644K 0.1% 77
2019
Q4 		$8.23M Buy
+100,689
New +$8.62M 0.13% 79

Other funds holding WELL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sarasin & Partners's WELL Position: Q2 2026 in Review

Sarasin & Partners reduced its Welltower (WELL) stake by 22% in Q2 2026, selling an estimated $800K and leaving 13,657 shares worth $3.1M. The position accounts for 0.04% of the portfolio, ranked #64.

Sarasin & Partners first reported a position in WELL in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.7M in Q2 2025. 609 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Sarasin & Partners held 13,657 shares of Welltower worth $3.1M as of Q2 2026.
  • Sarasin & Partners sold 3,784 Welltower shares in Q2 2026, an estimated $800K.
  • Welltower made up 0.04% of Sarasin & Partners's portfolio in Q2 2026, its #64 holding.
  • Sarasin & Partners first reported a position in Welltower in Q4 2019 and has held it in 26 quarters since.
  • Sarasin & Partners's Welltower position peaked at $10.7M in Q2 2025.
  • 609 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Sarasin & Partners's 13F filing for Q2 2026, filed 7 Jul 2026.